Ford's F-Series Pickup Continues to Dominate U.S. Market
Written by Emily J. Thompson, Senior Investment Analyst
Source: seekingalpha
- Market Leadership: Ford's F-Series has been the best-selling pickup in the U.S. since 1977 and the overall sales leader since 1981, reflecting its deep brand equity and integration into retail and commercial customer bases.
- Product Diversification: Since its inception in 1948, the F-Series has expanded from light-duty to heavy-duty models, catering to industries such as construction, agriculture, and logistics, thereby enhancing market adaptability and profitability.
- High-Profit Contribution: The high-trim F-150 and Super Duty models deliver significantly higher margins compared to Ford's other vehicles, providing robust profitability for the company, especially amid challenges facing its electric vehicle program.
- Global Sales Milestone: With over 30 million F-Series trucks sold globally, Ford ranks among the top three best-selling automotive nameplates in history, further solidifying its competitive position in the global market.
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Analyst Views on F
Wall Street analysts forecast F stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for F is 13.65 USD with a low forecast of 11.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 14.000
Low
11.00
Averages
13.65
High
16.00
Current: 14.000
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ford Anticipates $600M Loss in Q4 2025 Due to Pension Remeasurement
- Pension Loss Expectation: Ford anticipates a pre-tax remeasurement loss of $600 million in Q4 2025 related to pension and OPEB plans, with half of this loss tied to U.S. pension plans, indicating significant pressure on the company's pension management.
- Net Income Impact: This loss is expected to decrease Ford's Q4 net income by approximately $500 million on an after-tax basis, although it will not affect the company's adjusted EBIT as it is classified as a special item, reflecting the complexity of the company's financial situation.
- Pension Funding Status: By year-end 2025, Ford expects the underfunded status of its pension and OPEB plans to be around $200 million and $4.4 billion, respectively, an improvement from $500 million and $4.4 billion at year-end 2024, indicating progress in pension management.
- Earnings Report Schedule: Ford is set to release its fourth-quarter results after the market close on February 10, and investors should pay close attention to the detailed explanations regarding pension losses and their potential impact on future finances.
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Ford's F-Series Pickup Continues to Dominate U.S. Market
- Market Leadership: Ford's F-Series has been the best-selling pickup in the U.S. since 1977 and the overall sales leader since 1981, reflecting its deep brand equity and integration into retail and commercial customer bases.
- Product Diversification: Since its inception in 1948, the F-Series has expanded from light-duty to heavy-duty models, catering to industries such as construction, agriculture, and logistics, thereby enhancing market adaptability and profitability.
- High-Profit Contribution: The high-trim F-150 and Super Duty models deliver significantly higher margins compared to Ford's other vehicles, providing robust profitability for the company, especially amid challenges facing its electric vehicle program.
- Global Sales Milestone: With over 30 million F-Series trucks sold globally, Ford ranks among the top three best-selling automotive nameplates in history, further solidifying its competitive position in the global market.
Continue Reading